Jump to content

The Four Horsemen: Amazon/Apple/Facebook & Google--Who Wins/Loses (Scott Gallowa


oakforest
 Share

Recommended Posts

 

I thought this was interesting, not exactly an exercise in value investing but does make you think who might be a winner out of the four.

 

My 2 cents is that I have to disagree with his view on amazon shrinking in size for one simple reason and that is if I look at my  buying habits, I spend way too much money on that site and I don't see my spending going down unless the prices increase significantly and the service gets worse. 

Link to comment
Share on other sites

 

I thought this was interesting, not exactly an exercise in value investing but does make you think who might be a winner out of the four.

 

My 2 cents is that I have to disagree with his view on amazon shrinking in size for one simple reason and that is if I look at my  buying habits, I spend way too much money on that site and I don't see my spending going down unless the prices increase significantly and the service gets worse.

 

Whenever I am purchasing something, I always go to AMZN to check if it is there (usually is) and at what price. Is AMZN selling cars yet?  LOL

Link to comment
Share on other sites

 

I thought this was interesting, not exactly an exercise in value investing but does make you think who might be a winner out of the four.

 

My 2 cents is that I have to disagree with his view on amazon shrinking in size for one simple reason and that is if I look at my  buying habits, I spend way too much money on that site and I don't see my spending going down unless the prices increase significantly and the service gets worse.

 

 

Whenever I am purchasing something, I always go to AMZN to check if it is there (usually is) and at what price. Is AMZN selling cars yet?  LOL

 

ditto here, always check price using Amazon App, if price is less, i add 3 -4 more items to bundle for shipping discount. Also, always buys kids toys birthday present on Amazon, much cheaper.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...